Universal Banker- Kanawha Valley
for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title. No Job ID. Remove boilerplate like application instructions, EEO, etc. Keep substantive info. We need to parse the posting. Content: - Intro: "The position is described below. If you want to apply, click the Apply Now button..." -> remove application instructions. - "After you click Apply Now..." remove. - "If you already have a profile..." remove. - "Need Help? If you have a disability..." remove (accommodation request maybe but it's boilerplate; but it's about accommodation request email. Might be considered boilerplate? It's about accessibility. Probably remove as it's not substantive job description. - "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)" This is metadata; we can fold into a short
maybe under About the role? Not a heading. We'll include as a paragraph. - "Please review the following job description:" then bullet list of duties. Duties list: - Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. - Deliver superior quality service, identifying and understanding the client’s financial needs. - Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. Then "Essential Duties And Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time." Then list: - Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. - Performs more complex transactions with assistance as necessary. - Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. - Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. - Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs. - Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. - Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. - Adhere to internal controls, operational procedures and risk management policies. - Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. - Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. - Handles proportionate volume of work based on branch demands. Then "Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions." List: - High school diploma or equivalent education - Two years of teller or cash handling or client service experience - Six months of client relationship building or sales experience - Excellent interpersonal and communication skills, including a desire to interact with clients and prospects - Ability to master personal computer (PC) keyboard and software skills necessary for branch automation - Ability to multi-task under time constraints - Demonstrated proficiency in basic computer applications, such as Microsoft Office software products - Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes - Ability to work weekends and/or extended hours with occasional travel and overnights may be included Then "Preferred Qualifications:" list: - One year of client relationship building or sales experience - Knowledge of advanced or complex branch transactions, risk management and loss prevention - Experience with sourcing and prospecting for new clients and client relationship building - General understanding of bank operations, policies and procedures Then "General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:" then description of benefits. We need Benefits section if posting actually states them. Yes, there is benefits description. So we create
Benefits
with- items.
We should not include Pay or Schedule unless stated. There's no explicit pay or schedule besides Work Shift: 1st shift (United States of America) maybe schedule? It says Work Shift: 1st shift (United States of America). That's schedule info. Should we include Schedule section? The rule: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state Work Shift: 1st shift. That's schedule. So we can include a Schedule section with that info. However we need to see if we should treat that as schedule. It's a specific statement: Work Shift: 1st shift (United States of America). So we can include Schedule section with that.
Pay: not mentioned, so omit.
Now About the role: we could include a short paragraph summarizing the role: maybe the first sentences: "Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities." That's essentially the role description. We'll put that under About the role.
Responsibilities: we can combine the essential duties list (the bullet list after Essential Duties). We'll put those as
- .
Requirements: maybe we separate Required Qualifications and Preferred Qualifications? The headings allowed: Requirements, Qualifications, Skills. We need to decide. The posting has "Required Qualifications" and "Preferred Qualifications". Could map Required Qualifications to Requirements section, Preferred Qualifications to Qualifications or Skills? But we have also Skills heading allowed. Could put Required Qualifications under Requirements, Preferred Qualifications under Qualifications, and maybe Skills under Skills? But we have overlapping. Better to follow the instruction: Use headings only when posting has real, specific content for it. We have content for Required Qualifications and Preferred Qualifications. Could make two sections: Requirements (for Required) and Qualifications (for Preferred). Or we could combine both under Qualifications. But we have also Skills heading allowed; we could put skills under Skills. However the posting lists skills like "Excellent interpersonal and communication skills", "Ability to master PC keyboard", etc. Those are skills. Could separate.
Simplify: Use Requirements for Required Qualifications, Qualifications for Preferred Qualifications, and maybe Skills not needed. Or we could use Skills for the skill-based items (like interpersonal skills, PC skills). But that may be too thin.
Given instruction: Prefer a few substantive sections over many thin ones. So maybe combine Required and Preferred into Qualifications section. But we have also Skills heading allowed; we could omit Skills.
Thus we could have sections: About the role, Responsibilities, Requirements (maybe combine Required and Preferred?), Benefits, Schedule.
But we need to avoid filler headings. Let's decide:
- About the role: paragraph summarizing role.
- Responsibilities: list of essential duties.
- Requirements: list of Required Qualifications.
- Qualifications: list of Preferred Qualifications.
- Benefits: list of benefits.
- Schedule: note Work Shift.
That's six sections, each substantive.
Check if any section would be empty: each has content.
Now we need to strip boilerplate: remove EEO, accommodation request, application instructions, etc.
Also remove lines like "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)" we will put Work Shift in Schedule section; Language Fluency maybe we could include in About the role or Requirements? It's a requirement: English required. Could add to Requirements as a bullet. But we already have Required Qualifications list; we could add "English language fluency required". However the original list didn't include that; it's separate metadata. We'll incorporate it into Requirements as a bullet.
Similarly "Regular or Temporary: Regular" maybe not needed.
Now craft HTML.
We'll output:
About the role
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
Responsibilities
- Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
- Performs more complex transactions with assistance as necessary.
- Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
- Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
- Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
- Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
- Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
- Adhere to internal controls, operational procedures and risk management policies.
- Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
- Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.
- Handles proportionate volume of work based on branch demands.
Requirements
- High school diploma or equivalent education
- Two years of teller or cash handling or client service experience
- Six months of client relationship building or sales experience
- Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
- Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
- Ability to multi-task under time constraints
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
- Ability to work weekends and/or extended hours with occasional travel and overnights may be included
- English language fluency required
Qualifications
- One year of client relationship building or sales experience
- Knowledge of advanced or complex branch transactions, risk management and loss prevention
- Experience with sourcing and prospecting for new clients and client relationship building
- General understanding of bank operations, policies and procedures
Benefits
- Medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan
- No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during the first year of employment
- 10 sick days (also prorated)
- Paid holidays
- Depending on the position and division, eligibility for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
- .
Requirements: maybe we separate Required Qualifications and Preferred Qualifications? The headings allowed: Requirements, Qualifications, Skills. We need to decide. The posting has "Required Qualifications" and "Preferred Qualifications". Could map Required Qualifications to Requirements section, Preferred Qualifications to Qualifications or Skills? But we have also Skills heading allowed. Could put Required Qualifications under Requirements, Preferred Qualifications under Qualifications, and maybe Skills under Skills? But we have overlapping. Better to follow the instruction: Use headings only when posting has real, specific content for it. We have content for Required Qualifications and Preferred Qualifications. Could make two sections: Requirements (for Required) and Qualifications (for Preferred). Or we could combine both under Qualifications. But we have also Skills heading allowed; we could put skills under Skills. However the posting lists skills like "Excellent interpersonal and communication skills", "Ability to master PC keyboard", etc. Those are skills. Could separate.
Simplify: Use Requirements for Required Qualifications, Qualifications for Preferred Qualifications, and maybe Skills not needed. Or we could use Skills for the skill-based items (like interpersonal skills, PC skills). But that may be too thin.
Given instruction: Prefer a few substantive sections over many thin ones. So maybe combine Required and Preferred into Qualifications section. But we have also Skills heading allowed; we could omit Skills.
Thus we could have sections: About the role, Responsibilities, Requirements (maybe combine Required and Preferred?), Benefits, Schedule.
But we need to avoid filler headings. Let's decide:
- About the role: paragraph summarizing role.
- Responsibilities: list of essential duties.
- Requirements: list of Required Qualifications.
- Qualifications: list of Preferred Qualifications.
- Benefits: list of benefits.
- Schedule: note Work Shift.
That's six sections, each substantive.
Check if any section would be empty: each has content.
Now we need to strip boilerplate: remove EEO, accommodation request, application instructions, etc.
Also remove lines like "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)" we will put Work Shift in Schedule section; Language Fluency maybe we could include in About the role or Requirements? It's a requirement: English required. Could add to Requirements as a bullet. But we already have Required Qualifications list; we could add "English language fluency required". However the original list didn't include that; it's separate metadata. We'll incorporate it into Requirements as a bullet.
Similarly "Regular or Temporary: Regular" maybe not needed.
Now craft HTML.
We'll output: